SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 531 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $513,058 | -0.9% | 11,115 | +0.7% | 0.32% | -4.3% |
| Q1 2023 | $517,658 | +2.9% | 11,035 | +0.1% | 0.33% | -1.2% |
| Q4 2022 | $503,305 | -32.8% | 11,025 | -33.3% | 0.33% | -39.5% |
| Q3 2022 | $748,460 | -15.8% | 16,519 | -11.0% | 0.55% | -12.0% |
| Q2 2022 | $888,631 | -33.7% | 18,563 | -30.0% | 0.62% | -33.0% |
| Q1 2022 | $1,340,903 | -5.8% | 26,516 | +0.4% | 0.93% | -3.5% |
| Q4 2021 | $1,424,113 | -18.1% | 26,421 | -17.5% | 0.97% | -26.5% |
| Q3 2021 | $1,738,377 | -11.1% | 32,038 | -10.5% | 1.32% | -14.9% |
| Q2 2021 | $1,955,325 | -8.8% | 35,812 | -9.9% | 1.55% | -24.5% |
| Q1 2021 | $2,144,576 | -3.3% | 39,751 | +0.4% | 2.05% | -16.3% |
| Q4 2020 | $2,218,896 | – | 39,602 | – | 2.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 268,217 | $14,044,000 | 14.34% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 324,212 | $16,976,000 | 12.72% |
| BSW Wealth Partners | 119,908 | $6,278,000 | 5.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 221,969 | $11,622,000 | 4.58% |
| PRING TURNER CAPITAL GROUP INC | 75,915 | $3,975,000 | 4.17% |
| Courage Miller Partners, LLC | 80,088 | $4,193,000 | 3.47% |
| Apriem Advisors | 139,080 | $7,282,000 | 2.68% |
| SVA Wealth Management, LLC | 137,291 | $7,189,000 | 2.61% |
| Landmark Financial Advisors, LLC | 37,773 | $1,977,000 | 2.04% |
| Tuttle Capital Management, LLC | 60,513 | $3,168,000 | 2.00% |